Preview
The Wingman Portal
A walkable preview of how the portal will work. Nothing is saved yet — click through both sides, tell me what to change, and then we'll turn on real accounts, uploads, and monthly subscriptions.
For clients
Client Portal
Everything for your engagement in one place: pre-work uploads, workshop date and agenda, templates, and the deliverables we build together.
- Upload pre-work
- See your agenda & date
- Build the plan with Reid
- Keep every document
For Wingman
Wingman Internal
Run the business: the client roster, the lead pipeline, a live dashboard, your own goals, client intake, and the playbook for every offering.
- Client list with contacts and who's executing
- Lead tracking with stage and last contact
- Dashboard: clients, contracted revenue, goal vs. actual
- CRM, intake, and offering playbooks
How it flows
From handshake to workspace
The sequence once the portal is live.
- 01
You meet the client
They pick a service — a workshop is the usual entry point.
- 02
You set up the profile
From the internal side, choose the service and send the invite.
- 03
Their workspace turns on
They log in, upload pre-work, and see their agenda and date.
- 04
The work lives there
Plans, checklists, role cards, and scorecards stay in the portal.